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35 PRINCIPLES/PRIORITIES (Goals) Adapt to changing goals, tax laws, and asset values Capitalize on emotional resources, spiritual passions, physical talents, professional skills, social network and other valuable non-financial resources Develop a comprehensive balance sheet that updates automatically using web-based software Track priorities of all planning team members on the web Use optimal planning tool mix Model lifetime cash flow Create "what if" analyses Time distributions to charity Eliminate estate taxes and leave net worth 2 3 4 82 44 Make major charitable gift without reducing transfers to heirs Purchase real estate with pre-tax dollars Make gift now with option to receive money back later Diversify assets tax efficiently 100 Priorities 32 Goals 12 Tools-yymmdd. jpg 12 CORRESPONDING PLANNING TOOLS 1 43 117 Remainder 118 148 Super CLAT Support. Org. Testamentary Lead Trust 84 Charitable 147 45 Trust 177 178 85 Maximize tax-free compounding 179 Give money away and show more capital managed by heirs Irrevocable Pay no estate tax and transfer life insurance to heirs Encourage purposeful behavior Let parents control gifts to children Motivate heirs to meet for family meetings Reward development of management skills Discount estate tax liability Reward virtue when transferring control and assets Monetize intellectual property tax-efficiently Provide a secure home for family Keep wealth within bloodlines Minimize capital gains tax Reduce asset management fees Reduce loss from active management Re-optimize plan automatically as assets change Avoid taxes from portfolio turn-over Create Investment Policy Statement Clarify assets available for investing Reduce investment volatility Diversify closely-held stock Acquire assets tax-efficiently Optimized Wealth Blueprint 6 Life Insurance Trust 120 86 87 47 7 8 9 10 11 12 13 14 15 16 48 49 50 51 52 53 54 55 17 56 91 18 57 92 88 Family Limited Partnership QPRT 122 123 90 AB Trust GST Incentive Trust 152 153 154 155 156 180 181 Intentionally Defective Trust 157 124 158 125 159 Optimized Portfolios 184

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Family Members Should Become FUNDERS of News Businesses and Foundations The Family Can Redirect Taxes to Control Financial and Charitable Capital Family Unites Next Decision-makers to Exploit Resources Strategically Wonders Blunders Thunders Plunders F. UN. D. E. R. S. © Tim Voorhees, JD, MBA. Adapted from Business Succession books by Leon Danco